Evolution Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
25,136
+16,910
| +206% | +$836K | 0.18% | 62 |
|
|
2025
Q1 | $372K | Sell |
8,226
-95
| -1% | -$4.3K | 0.06% | 105 |
|
|
2024
Q4 | $366K | Buy |
+8,321
| New | +$366K | 0.06% | 102 |
|
|
2022
Q3 | – | Sell |
-4,856
| Closed | -$202K | – | 122 |
|
|
2022
Q2 | $202K | Sell |
4,856
-7,041
| -59% | -$293K | 0.05% | 105 |
|
|
2022
Q1 | $549K | Hold |
11,897
| – | – | 0.11% | 71 |
|
|
2021
Q4 | $588 | Buy |
11,897
+10,330
| +659% | +$511 | 0.09% | 69 |
|
|
2021
Q3 | $78K | Hold |
1,567
| – | – | 0.02% | 167 |
|
|
2021
Q2 | $85K | Hold |
1,567
| – | – | 0.02% | 171 |
|
|
2021
Q1 | $82K | Hold |
1,567
| – | – | 0.02% | 161 |
|
|
2020
Q4 | $79K | Hold |
1,567
| – | – | 0.02% | 148 |
|
|
2020
Q3 | $68K | Sell |
1,567
-224
| -13% | -$9.72K | 0.02% | 161 |
|
|
2020
Q2 | $71K | Buy |
1,791
+224
| +14% | +$8.88K | 0.02% | 125 |
|
|
2020
Q1 | $53K | Sell |
1,567
-3,848
| -71% | -$130K | 0.02% | 111 |
|
|
2019
Q4 | $241K | Buy |
5,415
+3,848
| +246% | +$171K | 0.06% | 70 |
|
|
2019
Q3 | $63K | Buy |
+1,567
| New | +$63K | 0.03% | 48 |
|
|
2019
Q2 | – | Sell |
-3,450
| Closed | -$147K | – | 492 |
|
|
2019
Q1 | $147K | Hold |
3,450
| – | – | 0.07% | 53 |
|
|
2018
Q4 | $131K | Buy |
+3,450
| New | +$131K | 0.06% | 66 |
|